_ Money Matters
Spring Savings Tips to Plant a Prosperous Future
article
Two-thirds of Americans are limiting their spending each month, and among those 36 percent are doing it to save more … Read More→
_ Money Matters
3 Signs that It's Time to Break Up with Your Life Insurance Agent
By 
Jane Farrell
article
Trust and communication are key to any successful relationship, especially when it comes to managing your money. It’s a good … Read More→
_ Money Matters
Cut Your Taxes in 2019 and Beyond
article
January is a good time to reassess your financial situation, including taxes. The first step is to estimate your 2018 … Read More→
_ Money Matters
Mutual Fund Managers: No More Rock Stars
By 
Jane Farrell
article
The era of celebrity mutual fund managers is over. A few titans retired with their reputations intact, but many have … Read More→
_ Money Matters
3 Reasons to Consider Reducing the Risk In Your Retirement Portfolio
article
Disturbed by recent ups and down in the stock market? If you’re an older investor, that may mean it’s time … Read More→
_ Money Matters
Is Your Universal Life Insurance Policy about to Crash? What to Do If It Is.
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If you’re stuck with a failing universal life insurance policy, what should you do? People who bought these policies in … Read More→
_ Money Matters
Guidelines to Draft a Harmonious Prenuptial Agreement
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Not every couple needs a prenuptial agreement, but some do. I recommend a prenup when: One or both partners already … Read More→
_ Money Matters
Retirement
Is an Annuity a Good Choice for You? Here are the Questions to Ask
article
Annuities can help you save for retirement, reduce risk, cut your taxes and guarantee a lifetime income. But they’re not … Read More→
_ Money Matters
With Outlook for Stocks Dicey, Investors—Especially Older Ones—Need Ballast in their Portfolio
article
A short-term downturn isn’t the only risk of investing in stocks. They can underperform for a decade or longer. The … Read More→
_ Money Matters
Fear, Greed and the Financial Hazards of Emotional Investing
article
He was a successful dentist who managed his own money his entire life and prided himself on his financial acumen. … Read More→
_ Money Matters
3 Surprises to Watch Out for When Paying for Long-Term Care
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More than 70 percent of Americans over the age of 65 will need long-term health care services, according to the … Read More→
_ Money Matters
5 Tips When Looking for a New Job Over the Age of 40
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When I look in the mirror, for the first 5 seconds I still see a twenty- year -old. Then the … Read More→
_ Money Matters
A Psychiatrist’s Take on Why We Can’t Get Rich
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We hate to lose. Ever search for hours for something you lost, and spend a fortune in time when you could have … Read More→
_ Money Matters
Retirement
3 Factors That Can Keep Retirees Barely Hanging on Financially
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They were an active and vibrant couple, determined that retirement wouldn’t slow them down. And it didn’t, at least not … Read More→
_ Money Matters
57 Percent of Americans Have Been Surprised by a Medical Bill
article
Fifty-seven percent of American adults have been surprised by a medical bill that they thought would have been covered by … Read More→
_ Money Matters
Retirement
When Retirement Is Just Around the Corner, These 3 Steps Can Help You Prepare
article
If looking ahead to retirement makes you a little nervous, you’re not alone. Nearly half of Americans (46 percent) who … Read More→
_ Money Matters
Financial Literacy and Young Adults
By 
Jane Farrell
article
Almost one-third of young adults are financially “precarious” because they lack money management skills and income stability, according to a … Read More→
_ Money Matters
Waiting for Higher Annuity Rates Is Unlikely to Pay Off
article
Is it a smart move to hold off buying a fixed-rate annuity because the Federal Reserve is raising short-term interest … Read More→
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